Pri Volkswagnu so se odločili, da bodo povečali pristanek velikana litijevega železovega fosfata. Ali ternarni litij ni dišeč?
(Reporter Chen Mengyu) Yesterday, Guoxuan Hi-Tech's non-public offering of shares to Volkswagen my country has completed the registration and listing of new shares, and Volkswagen my country has officially become the largest shareholder of Guoxuan Hi-Tech, with its shareholding ratio increasing from 4.41 percent to 26.47 percent . Guoxuan Holding Group Co., Ltd. and Li Zhen's shareholding ratios dropped to 10.26 percent and 6.20 percent , respectively.
Razumljivo je, da je Guoxuan Hi-izdala 384 milijonov delnic po ceni 19,01 juana na delnico, s čimer je zbrala približno 7,303 milijarde juanov za novo baterijo Guoxuan z letno proizvodnjo 16 GWh visoko specifične energije litija{{ 7}}Projekti industrializacije ionskih baterij, nov projekt Guoxuan Materials z letno proizvodnjo 30,000 ton visoko-nikljevih ternarnih katodnih materialov in dodatnih obratnih sredstev.
In order to ensure the stable operation of Guoxuan Hi-Tech, Volkswagen my country undertakes that the relevant shares of the company involved in this non-public offering and share transfer are registered in the name of Volkswagen my country within 36 months or within a longer period determined by Volkswagen my country at its own discretion. It will irrevocably give up the voting rights of some of the company's shares held by it, so that the voting rights ratio of Volkswagen my country is at least 5 percent lower than that of the founding shareholders (Guoxuan Holdings, Li Zhen and its concerted actor Li Chen).
According to the statistics of my country Automotive Power Li-ion Battery Industry Innovation Alliance, in the first 11 months of this year, Guoxuan Hi-Tech's domestic power lithium-ion battery installed capacity was 6GWh, with a market share of 5.1 percent , ranking fourth in the industry. But it is worth noting that at present, Guoxuan Hi-Tech's important products are still lithium iron phosphate batteries. As a lithium iron phosphate giant, why was it chosen by Volkswagen, which uses ternary lithium ion batteries on a large scale?
At present, Volkswagen's domestic battery supplier is CATL, and the power lithium-ion battery is also a ternary lithium-ion battery. However, some time ago, the Volkswagen Group said that it will launch a small and low-cost pure electric SUV in the future. The new model is named ID. 2. It is expected to be announced by the end of 2025, and it is likely to use lithium iron phosphate batteries with relatively low energy density. In this regard, Frank Blome, head of battery technology at Volkswagen Group, said: "Lithium iron phosphate batteries are inexpensive and durable, with more charging cycles, making them ideal for short-range vehicles."
Po naključju je Tesla oktobra letos na konferenci za vlagatelje v tretjem{0}}četrtletju dejal, da bo standardna različica življenjske dobe baterije modela 3 in modela Y po vsem svetu prešla na litij-železo-fosfatne baterije, da bi preprečili cene surovin, kot je npr. nikelj in kobalt. Naraščajoči stroški. Poleg tega je BYD povedal tudi, da bodo novi avtomobili na trgu v prihodnosti v celoti opremljeni z litij-železo-fosfatnimi baterijami, Xiaopeng Motors pa je lansiral tudi različico z litij-železo fosfatom.
Zdi se, da se je pot akumulatorja električnih vozil čez noč nenadoma spremenila od ternarnih litij{0}}-ionskih baterij do litij-železo-fosfatnih baterij. Zgodnja avtomobilska podjetja so se odločila vgraditi ternarne litij-ionske baterije z visoko energijsko gostoto in visoko ceno. Vendar pa je trenutno področje električnih vozil V fazi hitre širitve cena postala ključna za avtomobilska podjetja za povečanje tržnega deleža. Razen modelov višjega{2}}končnega razreda so skoraj vsi domači najbolje prodajani-modeli razreda A00- opremljeni z litij-železo-fosfatnimi baterijami.
Industry data also confirms this trend. According to the latest data from the my country Automotive Power Li-ion Battery Industry Innovation Alliance, in November, my country's ternary battery loading was 9.2GWh, a year-on-year increase of 57.7 percent ; the lithium iron phosphate battery loading was 11.6GWh, a year-on-year increase of 145.3 percent . The momentum of lithium iron phosphate continues to overshadow ternary lithium-ion batteries.
Razlika v izhodu med obema je še večja. Novembra je bila proizvodnja ternarnih baterij v moji državi 10,4 GWh, kar je predstavljalo 36,8 odstotka celotne proizvodnje, kar je 42,6-odstotno povečanje-v primerjavi- leta; proizvodnja litij-železo-fosfatnih baterij je bila 17,8 GWh, kar predstavlja 63.{19}} odstotkov celotne proizvodnje, kar je 229,2 odstotka več kot leto-v primerjavi-leto in mesec{{16 }}na-mesečno povečanje za 12,0 odstotkov .
